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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Fidelity Investments

25 most powerful women in banking and finance: American Banker

Posted by RJ and Makay on Apr 02, 2012

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Women in BankingOn the 10th anniversary of American Banker magazine’s 25 Most Powerful Women in Banking  program, the publication is inviting applications for its 2012 rankings.  The three main categories are: 1) 25 Most Powerful Woman in Banking, 2) 25 Most Powerful Women in Finance and 3) 25 Women to Watch. In its banking and finance rankings for 2011, Karen Peetz, vice chairman of BNY Mellon, claimed the number one position in the Most Powerful Women in Banking category.

HSA participants save more for retirement

Posted by RJ and Makay on Jul 28, 2011

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Saving for health care costs and saving for retirement do not have to be mutually exclusive decisions, according to a recent Fidelity Investments study.  The study found that employees who invest in employer-sponsored Health Savings Account programs (HSA’s) tend to be bigger savers in their 401(k) retirement savings programs.

TIAA-CREF to manage California’s 529 college plan

Posted by RJ and Makay on Jun 20, 2011

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California has chosen TIAA-CREF to manage its college savings plan that contains about $4 billion in assets. The ScholarShare Investment Board that oversees the state’s 529 program voted this past Monday to award the investment management firm a five-year contract. TIAA-CREF will replace current manager Fidelity Investments, whose contract expires in November.

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